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Rees Wealth Management, LLC

● SEC registered since 2025CRD 335458SEC# 801-132855Sarasota, FL
Export (members)
Reg. AUM
$112.9M
Employees
3
Accounts
298
Location
Sarasota, FL

Rees Wealth Management, LLC assets under management

Rees Wealth Management, LLC operates as an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2025. It reports $112.9 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/cambriawealthView on SEC.gov ↗

Rees Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Justin David Rees ControlManaging Member And CcoOver 75%2020

Frequently asked questions

How much does Rees Wealth Management, LLC manage?

Rees Wealth Management, LLC reports $112.9 million in regulatory assets under management on its Form ADV.

How many employees does Rees Wealth Management, LLC have?

Rees Wealth Management, LLC reports 3 employees.

Where is Rees Wealth Management, LLC located?

Rees Wealth Management, LLC is based in Sarasota, FL and has been SEC-registered since 2025.

Does Rees Wealth Management, LLC disclose fund performance?

Rees Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address240 S. Pineapple Ave., Suite 204, Sarasota, FL 34236
Phone(941) 444-1120
Fax(941) 297-0074
Office hours9 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$112.9M
Non-discretionary$0
Total (RAUM)$112.9M